In this episode, we dive into the power of streamlined processes and smart automation with Jamie Gruel, co-founder of Workflows for Tax Pros, an innovative platform born out of the need for reliable, efficient systems tailored to the unique demands of tax professionals. We get into why having solid workflows isn’t just a luxury but a necessity for any thriving practice—and how these systems can transform the client experience while freeing up precious time.

We talk about the impact of automation on efficiency, and Jamie walks us through the key elements of creating client-focused workflows that prioritize quality service without sacrificing time. From onboarding to lead management, Jamie explains how effective workflows can enhance every step of the client journey. One highlight? Automated lead management, which ensures that no prospective client falls through the cracks. She also shares top tips for implementing these workflows, and reveals best practices that help tax pros hit the ground running and adapt seamlessly to this new level of efficiency.

What you'll hear in this episode:

[1:00] Meet Jamie Gruel: Co-Founder of Workflows for Tax Pros

[2:55] The Birth of Workflows for Tax Pros

[6:45] The Importance of Systems

[7:40] Automation and Efficiency

[9:25] Client-Focused Workflows

[10:45] Implementing Effective Workflows

[18:10] Onboarding and Lead Management

[19:35] Automated Lead Management

[26:40] Implementation Tips and Best Practices

Check out the Automations and Workflows Facebook Group https://www.facebook.com/groups/taxprosautomationsandworkflows/

Connect with Jamie https://linkedin.com/injamiegroul/

Connect with Kelly https://www.linkedin.com/in/kellyrohrs/

Connect with Bilal https://www.linkedin.com/in/bmehanna/

Dive into the world of forensic accounting with Robert Nordlander, CPA, who shares insights from his journey of starting his own forensic accounting firm. We explore the powerful role that authoring books plays in marketing, building credibility, and establishing authority within the accounting field. Robert opens up about how writing has impacted his career, both professionally and financially. He sheds light on the real value of becoming a published author. We also take a close look at some of the more challenging aspects of forensic accounting, including unpaid payroll taxes, and discuss the critical importance of having honest conversations with clients facing these issues. Robert also offers practical advice on penalty abatement.

Beyond the technical expertise, Robert reveals his motivations for writing a book, and he shares valuable tips and insights into the writing process for aspiring authors. We discuss how being an author can open doors, attract clients, and enhance one’s professional reputation. In addition, we dive into Robert’s community, The Tax Mob, which brings together tax professionals passionate about the industry’s intricacies and nuances. Whether you’re considering a similar path or simply want to understand more about the marketing power of books in accounting, this episode is packed with actionable insights!

What you'll hear in this episode:

[1:20] How Robert Started His Forensic Accounting Firm

[3:00] The Marketing Power of Writing Books

[4:35] Building Credibility and Authority Through Books

[5:10] The Financial Impact of Authoring a Book

[7:40] A Dive into Unpaid Payroll Taxes

[10:05] The Importance of Honest Conversations

[12:05] Writing a Book: Motivations and Benefits

[14:25] Understanding Penalty Abatement

[19:50] The Tax Mob Community

[25:38] Writing a Book: Tips and Process

Get a free audio copy of Roberts book https://books.bookfunnel.com/nordlanderaudiobundle

Check out Robert's websites and educational resources:

https://www.nordlandercpa.com/

https://robertnordlander.com/

https://www.lambers.com/

https://www.cpacrossings.com/

Connect with Robert https://www.linkedin.com/in/robert-nordlander

Connect with Kelly https://www.linkedin.com/in/kellyrohrs/

Connect with Bilal https://www.linkedin.com/in/bmehanna/

Welcome Josie Parr, a powerhouse in tax strategy and the founder of her own firm. Josie shares her journey from building her practice from scratch to establishing herself as a go-to expert in tax strategy. As we dive into her story, she reveals the unique challenges and triumphs she encountered while balancing her personal life and ambitious professional growth. She highlights the importance of setting boundaries to create a profitable lifestyle firm that works for her, not the other way around.

We also get into the nuts and bolts of building a client base from the ground up and why defining your ideal client is key to long-term success. Josie shares the inspiration behind her latest venture, The Tax Strategy Collaborative, and talks about what to expect from the upcoming Profitable Lifestyle Firm Summit, a can’t-miss event for anyone looking to grow in the field. She even offers some advice on preparing for the New Year, with strategic insights to help accountants and firm owners hit the ground running.

Join us as we explore Josie’s invaluable insights on creating a sustainable, profitable business model in accounting and tax strategy. Whether you're starting from zero or aiming to take your firm to the next level, this conversation is packed with actionable tips you can use right now to make meaningful progress.

What you'll hear in this episode:

[2:15] Josie's Journey to Starting Her Own Firm

[4:55] Building a Client Base from Scratch

[6:35] Defining Your Ideal Client

[8:20] The Importance of Setting Boundaries

[10:50] Creating a Profitable Lifestyle Firm

[13:25] The Tax Strategy Collaborative

[18:25] The Profitable Lifestyle Firm Summit

[25:50] Advice for the New Year

Learn more about https://jparrcpa.com/

Learn more about Solo Tax Coach https://solotaxcoach.com/

Connect with Josie on LinkedIn https://www.linkedin.com/in/josie-parr-cpa-mst/

Connect with Kelly https://www.linkedin.com/in/kellyrohrs/

Connect with Bilal https://www.linkedin.com/in/bmehanna/